The AM One app is for Relationship Managers and Client Advisors to accompany their use of the AM-One wealth management platform from Expersoft Systems.
AM-One is a fully outsourced cloud platform for independent asset management firms and family offices offering state-of-the-art portfolio and client management with multi-custody consolidated analytics and reporting.
The app offers several convenience features including portfolio valuation, performance monitoring, electronic document access, and client contact log management.